Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace?
Chinese regulators hit the booming tech industry again this week with draft rules intended to curb monopolistic practices at China’s internet companies, sparking a $290 billion selloff across names like Alibaba, Tencent and Meituan.
Apple’s annual iPhone launch event, held in early September and billed as “By innovation only”, was dismissed by critics as anything but. Hardware improvements were largely limited to cameras and battery life and were iterative at best; there was no 5G support, no folding screens and only (!) three cameras on the back of the …
Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. Boeing’s second quarter earnings …
Did you guess Spotify? Apple Music? Those would be logical given they are the industry leading digital music streaming platforms. But those would also be incorrect. In fact, the correct answer is: Amazon Music. As the Financial Times highlighted in recent days: “The number of people subscribing to Amazon Music Unlimited has grown by about 70 …
Which music streaming service is growing the fastest? Read More »
Over the last week or so, three of the four most valuable companies in the world have reported financial results for their most recent respective fiscal quarters. We will spend some time in this post looking at the key findings in the reports of Microsoft, Apple and Alphabet. The time and effort spent is worthwhile …
Three trillion-dollar tech giants walk into an earnings season… Read More »
In Part 1 of this two-piece article on Apple’s healthcare opportunity, we laid out the size of the opportunity before Apple and discussed the initial steps the company has taken to engage with this market. In this Part 2 we conceptually explore the categories of wasted healthcare spend that Apple could address with its wearables …
The global smartphone market has matured, and the days of explosive iPhone growth are over. As the Apple growth narrative shifts away from hardware towards services, one opportunity remains underappreciated by investors. The healthcare industry is in the nascent stages of digital transformation and Apple is in a unique position to deliver greater efficiency to …
When looking at the growth potential of advertising for Tencent, parallels are drawn to Facebook’s more-developed advertising business, in particular the much higher number of ad impressions served to users. But perhaps this is an unfair comparison, and it is worth considering the growth runway through the lens of Allen Zhang, WeChat’s creator, and an …
During their recent earnings report, Spotify announced acquisitions of podcast studio Gimlet Media and Anchor, a service that streamlines podcast making, advertising and distribution. The commitment indicates their plan to expand their offering to become more than simply a music streaming platform. The move is unprecedented, as CEO Daniel Ek emphasised, “what I didn’t know …
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